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FollowUp CRM Reviews & Product Details
FollowUp CRM is a cloud-based customer relationship management software that helps businesses manage their sales, leads, and customer interactions. It provides tools for lead tracking, email marketing, appointment scheduling, and task management. FollowUp CRM is suitable for small to mid-sized businesses in industries such as real estate, mortgage, insurance, and financial services.
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| Capabilities |
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|---|---|
| Ease of use |
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| Deployment | Cloud / SaaS / Web-Based, Desktop Mac, Mobile Android, Mobile iPhone |
| Support | Chat, Email/Help Desk, Knowledge Base, Phone Support |
| Training | Documentation |
| Languages | English |
FollowUp CRM Pros and Cons
- User-friendly interface tailored for construction professionals.
- Comprehensive feature set including lead management, project tracking, and document storage.
- Seamless integrations with popular construction and accounting software.
- Customizable reporting and dashboards.
- Dedicated customer support and training resources.
- Higher pricing tiers may be costly for small businesses.
- Limited language support (only available in English).
- Some advanced features require higher-tier plans.
I really like the ease of use and all the reports available making everything and everyone easy to track. And your customer service is always fast and efficient. Also really enjoy the webinars.
So far so good I have no complaints about the system.
Time management Lead Tracking Closing Ratios
It's work flow process integration and task management view. It's customer service and training. It's flexibility.
The color of the website. The main contact information is only applicable for one contact and not multiple. We want to see all the customers bidding the project.
Customer Communications. Task management and time stamps for work.
One stop shop for CRM. The ease of use and ease of implementation are above my expectations. The Follow Up team has been very helpful along the way.
Slow to react when bouncing from page to page or project to project.
Follow Up has solved our issues with tracking bids in all aspects and being able to follow up effectively and on time with projects.
Simple to use, great integration with Outlook, very customizable. Able to share emails with the team members so everyone's on the same page, without cc's on every email!
With so much customization available, there's a lot to learn.
Holding myself and each other accountable.
It's super easy to learn and the team that runs it is super helpful. It helps set our team up for success
There are a few flaws. Wish we could merge ID numbers.
Keeping the team accountable, maintaining organization with our client's needs, and our team to stay on top of all their activities.
Ease of navigation and cross-compatability
I do not have any complaints at this time
Followup CRM tracks sales progress from conception to completion. This allows me to log past activity and plan for future customer engagements.
Answering all our questions and concerns. We also love that she worked with us to improve how we deal with our sales on a day to day. Improving quotas and our outgoing follow ups!
We nothing that we dislike as of yet. I know Rachel is available if we need to talk about any dislikes in the future.
Tracking all sales and integrating with our estimating software. Allowing us to keep files and plans in the same spot.
The ease of tracking and following up on projects
Nothing at this point, just went live today
Tracking info in 3-5 different places now all in one
I am brand new with my company and using CRM. Rachel was fantastic, very knowledgeable, helpful, friendly and understanding explaining CRM in an easy way
There are no downsides that I have discovered yet
No problems yet, aside from only starting CRM yesterday. I am brand new with CRM, so the sky is the limit as to my productivity level with the CRM platform
Very easy to use. Very well organized system. Great for our company!
Would be great if we could use the system to do accounts receivable
Keeping all info organized